Annis Gardner Whiting Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.8K	Buy	437 +37	+9%	+$1.08K	﹤0.01%	656
2025 Q1	$10K	Hold	400	–	–	﹤0.01%	541
2024 Q4	$11.1K	Hold	400	–	–	﹤0.01%	521
2024 Q3	$10.4K	Sell	400 -30,344	-99%	-$790K	﹤0.01%	542
2024 Q2	$776K	Buy	+30,744	New	+$776K	0.22%	90